Anic Equity¶
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Total return since start: 0.552 %¶
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Equity now: -----------------------------> 47402.85 Kr¶
Max Equity ever reached: ------------> 48629.89 Kr¶
Portfolio value: --------------------------> 46007.62 Kr¶
PnL: ---------------------------------------> -880.95 Kr¶
DD now: ---------------------------------> -2.523 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-01-26 10:18:42.132252'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| HEBA B | 70 | 0.130000 | 2793.000000 | 157.000000 | 5.960000 | 2636.000010 |
| HMS Networks | 2 | 15.670000 | 800.000000 | 127.000000 | 18.870000 | 673.000000 |
| FM Mattsson Mora Group B | 50 | 0.170000 | 3015.000000 | 88.000000 | 3.010000 | 2927.000000 |
| SAAB B | 8 | 0.940000 | 3440.000000 | 63.000000 | 1.870000 | 3377.000000 |
| MedCap | 2 | 0.430000 | 463.000000 | 42.000000 | 9.980000 | 421.000000 |
| Samhällsbyggnadsbo. i Norden B | 20 | 0.590000 | 394.300000 | 39.300000 | 11.070000 | 355.000000 |
| Intrum | 4 | 5.730000 | 560.600000 | 33.600000 | 6.380000 | 527.000000 |
| Corem Property Group B | 59 | -1.430000 | 608.290000 | 31.290000 | 5.420000 | 576.999999 |
| AcadeMedia | 12 | -0.780000 | 581.040000 | 24.040000 | 4.320000 | 557.000004 |
| Resurs Holding | 22 | -0.690000 | 597.740000 | 23.740000 | 4.140000 | 573.999998 |
| Eastnine | 4 | 1.590000 | 510.400000 | 19.400000 | 3.950000 | 491.000000 |
| Boozt | 12 | 0.070000 | 1669.200000 | 15.200000 | 0.920000 | 1653.999996 |
| Fastighetsbolag. Emilshus Pref | 21 | -0.360000 | 573.300000 | 11.300000 | 2.010000 | 562.000005 |
| Norva24 Group | 16 | 0.700000 | 550.080000 | 7.080000 | 1.300000 | 543.000000 |
| OEM International B | 7 | -0.520000 | 534.800000 | 6.800000 | 1.290000 | 527.999997 |
| Securitas B | 6 | -0.540000 | 575.640000 | 5.640000 | 0.990000 | 570.000000 |
| Karnov Group | 9 | 0.000000 | 540.900000 | 4.900000 | 0.910000 | 536.000004 |
| Swedbank A | 3 | -1.890000 | 568.800000 | 4.800000 | 0.850000 | 564.000000 |
| Creaspac SPAC | 6 | 0.420000 | 579.600000 | 2.600000 | 0.450000 | 577.000002 |
| Samhällsbyggnadsbo. i Norden D | 12 | 0.000000 | 247.680000 | 1.680000 | 0.680000 | 246.000000 |
| Coor Service Management Hold. | 8 | -0.520000 | 532.400000 | 0.400000 | 0.080000 | 532.000000 |
| CTEK | 13 | 0.000000 | 529.100000 | -4.900000 | -0.920000 | 533.999999 |
| Midsona B | 63 | 1.800000 | 571.410000 | -11.590000 | -1.990000 | 582.999984 |
| Handelsbanken A | 5 | -1.440000 | 532.000000 | -14.000000 | -2.560000 | 546.000000 |
| Beijer Electronics Group | 26 | -5.960000 | 2953.600000 | -17.400000 | -0.590000 | 2971.000006 |
| Essity B | 2 | -1.610000 | 550.200000 | -23.800000 | -4.150000 | 574.000000 |
| Nordea Bank Abp | 29 | -1.450000 | 3418.520000 | -35.480000 | -1.030000 | 3453.999992 |
| International Petroleum Corp. | 5 | -0.270000 | 551.000000 | -43.570000 | -7.330000 | 594.565215 |
| Essity A | 4 | -1.610000 | 1100.000000 | -49.000000 | -4.260000 | 1149.000000 |
| Vivesto | 1368 | 0.770000 | 537.620000 | -75.380000 | -12.300000 | 612.999432 |
| Sampo Oyj SDB | 7 | -1.380000 | 3762.500000 | -87.500000 | -2.270000 | 3850.000000 |
| Fasadgruppen Group | 35 | 0.770000 | 3661.000000 | -150.000000 | -3.940000 | 3810.999990 |
| Axfood | 13 | -1.780000 | 3512.600000 | -243.400000 | -6.480000 | 3756.000001 |
| OX2 | 18 | 0.510000 | 1410.300000 | -253.700000 | -15.250000 | 1663.999992 |
| Ovzon | 52 | 0.750000 | 2782.000000 | -580.000000 | -17.250000 | 3361.999992 |
| TOTAL | 46007.620000 | -880.950000 | -2.52322% | 46888.564618 |
Updated:¶
'2023-01-26 10:18:55.081346'
None
Last optimization/rebalancing:¶
'2023-01-02'
Next optimization/rebalancing:¶
'2023-02-10'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
